CFP® Certification Professional Education Program (for November 2024 Exam)

The CFP® Certification Professional Education Program is a live class that consists of seven (7) educational classes – General Principles of Financial Planning, Insurance, Investments, Income Tax, Retirement Planning, Estate Planning and Capstone.

This CFP® Certification Professional Education Program is administered through Stockton University Professional Financial Planning Program and is registered with the Certified Financial Planner Board of StandardsTM (CFP Board).  The materials are updated and maintained by Brett Danko, CFP®.  Brett has been a CFP® for more than 21 years and has taught the Board pre-exam certification review courses for 19 years.

Upon completion, participants are eligible to PASS the CFP Board exam in November 2024.  A pre-exam certification review course is offered in October 2024 (click here for location and dates) at an additional cost.

Individuals are welcome to mix and match courses from other programs.  For example, if someone has completed courses with another curriculum (like the American College or College of Financial Planning), they can simply take the courses they need from the program we are offering or AUDIT the classes if a refresher is needed.


Instructors:


Brett Danko


John Choi

 

Class Information:

These classes will be LIVE STREAMED thru Cisco WebEx and recorded.  

Class Schedule:

  • Wednesday, Thursday, and Friday: 9:00AM – 6:00PM (Eastern)
  • Saturday 9:00AM -12:00PM (Eastern)

Cost:

$950/class (Total for 7 classes - $6,650). 

Payment is due 30 days in advance of the start date of class (you are not required to pay $6,650 upfront). Credit cards are accepted.

Fee includes shipping of materials, practice cases, final exam for each module, and access to our online materials. Students will receive the course material when payment is received for the course.

DO NOT PURCHASE FLASH CARDS AT THIS TIME - THEY ARE AVAILABLE AT THE TIME YOU PURCHASE YOUR LIVE REVIEW.


Class Schedule:

Virtual
Class Class Date
FP101: General Principles (for November 2024 Exam) March 13-16, 2024
FP102: Insurance Planning (for November 2024 Exam) April 10-13, 2024
FP103: Investment Planning (for November 2024 Exam) May 15-18, 2024
FP104: Income Tax (for November 2024 Exam) June 19-22, 2024
FP105: Retirement Planning (for November 2024 Exam) July 24-27, 2024
FP106: Estate Planning (for November 2024 Exam) August 14-17, 2024
FP107: Capstone (for November 2024 Exam) September 4-6, 2024